Civic Intelligence

Theta Chi Alumni Foundation Inc.

990PF • Fiscal year 2018 • EIN 20-3690008

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 16, 2018

Organization Profile
PO Box 377Hamilton, NY 13346

(315) 824-3002

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-62%

Higher net margin than 8% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Asset Growth

32nd percentile

-5.8%

Faster asset growth than 32% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$479,578

Down $29,719 (-5.8%) from 2017

Net Assets

Down

$479,578

Down $29,719 (-5.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Down

$33,322

Down $76,284 (-70%) from 2017

Expenses

Down

$54,120

Down $39,585 (-42%) from 2017

Net Income

Down

-$20,798

Down $36,699 (-231%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $423,792Liabilities 2011: $0Net Assets 2011: $423,7922011Assets 2012: $426,633Liabilities 2012: $0Net Assets 2012: $426,6332012Assets 2013: $442,459Liabilities 2013: $0Net Assets 2013: $442,4592013Assets 2014: $493,278Liabilities 2014: $0Net Assets 2014: $493,2782014Assets 2015: $483,577Liabilities 2015: $0Net Assets 2015: $483,5772015Assets 2016: $467,215Liabilities 2016: $1Net Assets 2016: $467,2142016Assets 2017: $509,297Liabilities 2017: $0Net Assets 2017: $509,2972017Assets 2018: $479,578Liabilities 2018: $0Net Assets 2018: $479,5782018Assets 2019: $504,379Liabilities 2019: $0Net Assets 2019: $504,3792019Assets 2020: $518,502Liabilities 2020: $0Net Assets 2020: $518,5022020Assets 2021: $576,318Liabilities 2021: $0Net Assets 2021: $576,3182021Assets 2022: $469,962Liabilities 2022: $0Net Assets 2022: $469,9622022Assets 2023: $499,020Liabilities 2023: $0Net Assets 2023: $499,0202023Assets 2024: $525,401Liabilities 2024: $12024Assets 2025: $541,807Liabilities 2025: $0Net Assets 2025: $541,8072025

Highlighted filing

2018

Assets$479,578
Liabilities$0
Net Assets$479,578
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $45,3322011Expenses 2012: $50,3492012Expenses 2013: $66,6002013Revenue 2014: $83,048Expenses 2014: $62,492Net Income 2014: $20,5562014Revenue 2015: $69,784Expenses 2015: $53,945Net Income 2015: $15,8392015Revenue 2016: $102,036Expenses 2016: $96,444Net Income 2016: $5,5922016Revenue 2017: $109,606Expenses 2017: $93,705Net Income 2017: $15,9012017Revenue 2018: $33,322Expenses 2018: $54,120Net Income 2018: -$20,7982018Revenue 2019: $72,259Expenses 2019: $52,387Net Income 2019: $19,8722019Revenue 2020: $103,880Expenses 2020: $87,679Net Income 2020: $16,2012020Revenue 2021: $44,291Expenses 2021: $26,438Net Income 2021: $17,8532021Revenue 2022: $12,470Expenses 2022: $28,178Net Income 2022: -$15,7082022Revenue 2023: $12,878Expenses 2023: $36,724Net Income 2023: -$23,8462023Revenue 2024: $12,088Expenses 2024: $41,781Net Income 2024: -$29,6932024Revenue 2025: $11,798Expenses 2025: $47,601Net Income 2025: -$35,8032025

Highlighted filing

2018

Revenue$33,322
Expenses$54,120
Net Income-$20,798
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 16, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL LOBOPresident-$0--
CHRIS BALESTRATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Theta Chi Alumni Foundation Inc
EIN
20-3690008
Phone
3158243002
Address
PO BOX 377, HAMILTON, NY 13346

Signing Officer

Name
Paul Lobo
Title
President
Signed
2018-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Marshall & Hatfield Inc
Address
317 MAIN ST, ONEIDA, NY 13421-2144
Preparer
Sarah Marshall CPA
Phone
3153636949
Raw XML Appendix263 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE AMOUNTS SHOWN ON THIS RETURN ARE SHOWN FOR PURPOSES OF DISCLOSURE OF DETAILS OF OPERATIONS.THE INCOME AND EXPENSES ARE REPORTED TO THE ENTITY BY A FRATERNAL MANAGEMENT ORGANIZATION THE FRATERNITY SORORITY MANAGEMENT ASSOCIATION ON A K-1ID #16-1585855.
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0467
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRIS BALESTRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt053721
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0UNRESTRICTED GIFT TO COLGATE UNIVERSITY
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0GIFTS TO COLGATE UNIVERSITY UNDERGRADUATE MEMBERS FOR SCHOLARSHIPS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0UNRESTRICTED GIFT TO UNDERGRADUATE CHAPTER.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0THE ORGANIZATION SUPPORTS AND SPONSORS GRANT PROGRAMS THAT FOSTER ADVANCES IN EDUCATION, PERSONAL DEVELOPMENT AND/OR LEADERSHIP FOR STUDENTS AT COLGATE UNIVERSITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1THE ORGANIZATION SUPPORTS AND SPONSORS GRANT PROGRAMS THAT FOSTER ADVANCES IN EDUCATION, PERSONAL DEVELOPMENT AND/OR LEADERSHIP FOR STUDENTS AT COLGATE UNIVERSITY.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0THE FRATERNITYSORORITY A
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt1THETA CHI ALUMNI
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt2THETA CHI IOTA CHAPTER
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0THE FRATERNITY/SORORITY ALUMNI ASSOC. LLC MANAGES THE DAY TO DAY FINANCIAL AND OPERATIONAL AFFAIRS OF THE FOUNDATION THROUGHOUT THE YEAR.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt1THE ALUMNI ORGANIZATION SUPPORTS COLGATE UNIVERSTITY AND THE STUDENTS AT COLGATE UNIVERSITY. THE ALUMNI WILL FINANCIALLY SUPPORT THE FOUNDATION.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt2THE IOTA CHAPTER IS THE UNDERGRADUATES OF THE THETA CHI AT COLGATE UNIVERSITY. THE UNDERGRADUATES WILL MAKE CONTRIBUTIONS SUPPORTING THE FOUNDATION.
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0337558
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053721
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048071
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt058026
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053721
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053721
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0399937
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0346216
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08921
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN MARKET VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FSAA FEES AND EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES AND PRINTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OUTSIDE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TAXES - FEDERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5TAXES - NEW YORK
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04539
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120167
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt28358
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt073
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1201
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04539
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt273
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38358
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4201
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5125
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MEMBER SURPLUS ALLOCATION
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03179
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL LOBO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THETA CHI ALUMNI FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0THET
ReturnHeader/Filer/EIN0203690008
ReturnHeader/Filer/PhoneNum03158243002
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 377
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013346
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161482630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARSHALL & HATFIELD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0317 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONEIDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0134212144
ReturnHeader/PreparerPersonGrp/PhoneNum03153636949
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah Marshall CPA
ReturnHeader/ReturnTs02018-10-16T14:10:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$479,578
Liabilities
$0
Net assets
$479,578
Revenue
$33,322
Expenses
$54,120
Net income
-$20,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.12$0.48$0.36
2024Summary only. Only limited summary data is available for this year.$5.25$0.00$0.12$0.42$0.30
2023Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.13$0.37$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.70$0.00$4.70$0.12$0.28$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.44$0.26$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$1.04$0.88$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.00$5.04$0.72$0.52$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.33$0.54$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.00$5.09$1.10$0.94$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$0.00$4.67$1.02$0.96$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.70$0.54$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.83$0.62$0.21
2013Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.67
2012Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.50
2011Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.45